ARKcelerateARKcelerate
CRM

Win a deal, spin up the project in one click.

Track every lead, contact, company and deal in one CRM — then turn a won deal into a live project the whole company works from, in one step.

CRM dashboard — pipeline, forecast, deals closing soon, follow-up queue, KAM attribution.
CRM dashboard — pipeline, forecast, deals closing soon, follow-up queue, KAM attribution.

What makes it unique

The features that set CRM apart from a generic ERP.

Built for projects-based manufacturing — not retrofitted to it. These are the workflows big ERPs either skip or get wrong.

KAM ownership inheritance

Assign one Key Account Manager to a customer company; every contact, opportunity, and project under it inherits the ownership. No spreadsheets, no cross-team contact battles.

Per-contact relationship stages

Track each stakeholder individually — non-awareness → awareness → engagement → trust → advocate. A champion in engineering doesn’t help if purchase has never heard of you.

Stakeholder roles, not job titles

Tag every contact as decision-maker, influencer, champion, end-user, blocker or gatekeeper — so the deal map matches reality, not the LinkedIn titles.

Won deal → linked project

When you convert a won deal into its project, every commitment — promised lead time, scope, drawings, customer contacts, commercial terms — carries across without re-entry.

Stale-contact follow-up engine

A daily list of customers who haven’t heard from you in N days. Per-contact snooze, per-contact opt-out, per-org cadence. Customers actually remember you when the next project lands.

Customer/supplier duality

A company can be both. The same record carries credit terms, payment history, and supplier ratings — useful when your customer is also a vendor for sub-assemblies.

Feature 01

Track the relationship with every person at your customer, not just the buyer.

Engineering, purchase, quality, finance — every stakeholder at the customer has their own relationship stage and their own role in the deal. ARKcelerate tracks how well you know each person individually, so you can see at a glance whose trust you’ve earned and whose you haven’t. A champion in engineering won’t help if the purchase lead has never heard of you.

Contact detail with relationship stage and stakeholder role surfaced front-and-centre.
Contact detail with relationship stage and stakeholder role surfaced front-and-centre.
  • Per-contact relationship stage (non-awareness → awareness → engagement → trust → advocate)
  • Per-contact stakeholder role (decision maker, influencer, champion, end user, blocker, gatekeeper)
  • Stage progression audit trail — who moved whom, when, why
  • Engagement log per person: calls, emails, meetings, site visits

Feature 02

A Kanban board that tells you where every deal stands.

Opportunities live on a visual pipeline. Drag a card between stages to update status — win probability, forecast value and expected close date all recalculate in the same motion. Per-column totals keep the forecast honest. Filter by KAM, customer, or value to see only the deals you care about.

Opportunity Kanban — drag across stages, weighted forecast updates in place, column totals at the top.
Opportunity Kanban — drag across stages, weighted forecast updates in place, column totals at the top.
  • Drag-and-drop between stages — no forms to click through
  • Per-column totals: count, expected value, win-weighted forecast
  • Filter by KAM, customer, value range, close date, priority
  • Customisable pipeline stages per organisation (new business, renewals, service)

Feature 03

Win the deal, spin up its project — every module locks onto the same project.

Convert a won opportunity into a project and ARKcelerate gives it one global Project ID, threaded through every module. Customer Approvals, Manufacturing, Purchase, Inventory, Quality, Documents, Finance, HR — they all read and write against that single ID. The data you captured during the sale doesn’t stop there: the lead time you promised the customer, the scope you quoted, the contacts who matter, the drawings on the contract — they flow downstream and start driving deadlines, BOMs, approvals and dispatch dates automatically.

Project list — one project code per won deal, the spine every other module ties into.
Project list — one project code per won deal, the spine every other module ties into.
  • Convert a won opportunity into a Project with a shared global project code (e.g. PV1013A)
  • Lead time committed to customer + drawing-approval date auto-compute the dispatch deadline downstream
  • Quoted scope + commercial terms become the manufacturing project’s baseline scope
  • Approved customer drawings inherit as the engineering revision baseline
  • Customer contacts + stakeholder roles carry into the project team without re-entry
  • Every PO, MO, BOM, GRN, invoice, payslip and task is filterable by the same Project ID — the cost sheet writes itself

Feature 04

Never let a customer relationship go cold.

Every contact has a last-contacted date. When the clock runs past your configured threshold, the contact appears in Follow-up Needed — your daily list of people who haven’t heard from you lately. Sales execs work their way through the list so customers actually remember you when the next project lands. Snooze individual contacts, or opt a contact out entirely if they prefer less contact.

Follow-up Needed — contacts ranked by days since last activity, KAM-attributed and one-click-reachable.
Follow-up Needed — contacts ranked by days since last activity, KAM-attributed and one-click-reachable.
  • Per-organisation follow-up threshold (default: 30 days)
  • Per-KAM Follow-up Needed board, sorted by days-since-last-contact
  • Per-contact snooze with a specific return date
  • Per-contact skip-followup opt-out (respects customer preference)
  • Integrated with email sequences so outreach is one click away

The projects-based manufacturing angle

The ownership rule that finally matches how manufacturers sell.

In a projects-based shop the KAM owns the account, and every person at that account — engineering, purchase, quality — falls under the KAM. ARKcelerate bakes this in: assign a KAM to the customer company, and every contact and opportunity underneath inherits that ownership. No spreadsheets, no cross-team contact visibility battles.

Everything in the module

The full CRM feature list.

Grouped by functional area. Every feature below is included in every plan — no paywalled tiers, no “enterprise edition” unlocks.

54 featuresacross 6 areas
AreaFeatures
Customer companies
  • Account record with GST and PAN numbers
  • Credit terms, credit limit and aging visibility
  • Payment history and linked invoices
  • Assigned Key Account Manager per customer
  • Multi-company / subsidiary scoping for groups
  • Industry classification and custom tags
  • Billing and shipping addresses with state codes
  • Supplier duality — one company can be both customer and supplier
  • Logo + custom fields per company
  • Linked projects, opportunities, orders, invoices
Contacts
  • Auto-inherit KAM ownership from parent customer company
  • First name, last name, email, phone, job title, department
  • Relationship-stage progression (non-awareness → advocate)
  • Stakeholder role (decision maker, influencer, end user, champion, blocker)
  • Engagement log across calls, emails, meetings, visits
  • Stage history with reason capture per transition
  • Contact company history when a person moves employers
  • Stale-contact detection with configurable follow-up cadence
  • Skip / snooze follow-up per contact
  • Bulk ownership transfer with audit trail
  • Tags and custom fields
Opportunities
  • Multiple pipelines per org (new business, renewals, service)
  • Custom stages with per-stage win probability
  • Auto-assign owner from territory or customer KAM
  • Quoted value and discounted value separately tracked
  • Expected close date with forecast snapshot
  • Project code linkage to its won project
  • Multiple contacts per opportunity with role (technical, commercial, economic)
  • Priority levels (low / medium / high / critical)
  • Currency support for multi-country deals
  • Lost-reason capture with categorised root causes
Leads
  • Separate pipeline from opportunities (funnel metrics stay clean)
  • Source tracking: inbound, referral, campaign, outbound, partner
  • Manual lead scoring with score-range filters
  • One-click convert to opportunity with contact dedupe
  • Multiple contacts per lead
  • Custom stages with drag-to-reorder
  • Position tracking within stage
  • Lost-reason capture with audit trail
Activities & engagement
  • Email send + template library with merge fields
  • Email campaigns with recipient lists and unsubscribe tracking
  • Email sequence / drip automations
  • Link-click tracking per recipient
  • Notes and tasks attached to any entity
  • Activity log aggregated across contacts, opportunities, leads
  • Sales-activity types and reporting
  • Stale-contact report with one-click follow-up
Access, audit & reporting
  • Four access levels: admin, manager, senior (team lead), user (sales exec)
  • Team-lead visibility via CRM reporting lines
  • Company-scoped filter for multi-subsidiary orgs
  • Full audit log on create, update, delete, transfer
  • Pipeline analytics: stage conversion, win rate, forecast
  • Enterprise analytics dashboard with territory + stage breakdowns
  • Field masking (hide sensitive fields from roles without permission)

Try CRM alongside every other module.

One signup. Full feature access during your trial.